Below are some of the available functionalities in the MyCare feature-packed cloud-based CRM.
MyCare’s unique dynamic design doesn’t require any coding experience.
Each user will have a fully custamisable program instance which can easily be modified and adjusted to the organisations needs.
Connect to MYOB via API:
Connect your Xero or MYOB accounting software with MyCare and syncronize all relevant data. Employees and Clients details, Invoices and Claims, TimeSheets and Allowances, Tracking Categories and more between both platforms.
Connect to Xero via API:
Connect your Xero or MYOB account within MyCare and syncronize relevant setup data and records:
— Setup and syncronize Employees – Clients
— Upload Invoices – Claims –TimeSheets– Entitlements – Allowances directly to the Accounting software.
— Synchroze Payroll Categories -Payrate Loadings (Awards) – Tracking Categories
Connect to NDIA portal via CSV upload/download:
- Upload Client Funding Claims – NDIA portal
— Individual Claim
— Bulk upload Claims
— Manual Funding Claims
— Plan Managed Claims
Create and upload CSV file — manage claim corrections by processing and uploading claim versions — correct claims and upload to the same Claim Reference number — V1 – V2 – V3 ……
- Download Funding Claim payments from the NDIS portal an reconcile your Funding claims
Comprehensive record management including personal information with photograph; related contacts with authority types;
— Reportable event managements;
— Home Risk assessment;
— Medical and personal history;
— Progress and Assessment Notes;
— Document upload and recording of Emails/SMS
Client NDIS Funding managment with Care plan assessments – keep track of Client Funding Budgets and online statements.
Mail-Merge facility to be able to link to MS-Word processing –
– write quotes,
– general correspondence
– create data lists in MS Word
Extract existing data and merge to Word documents – All MyCare tables can be linked to Word-processing.
Employee Administration (HR):
Staff / Contractors / Volunteers can be managed with availability setup.
Comprehensive record management including personal information with photograph; Training and Qualification records incl. management of expiry dates; Police check records; Performance appraisals; Reportable event management; Document upload and recording of Emails/SMSand more..
Roster Search availability based on client assigned care workers, availability and suitability to perform required service based on qualifications; Bulk email staff rosters;
Built with NDIS in mind, MyCare allows you to provide services based on agreed funding arrangements, including tracking of budgets by period and by service.
The MyCare powerful funding manage module allows to setup the Support Item numbers (SIN) for many different service types:
— Setup SIN for each ServiceType for Weekday –
After Hours-Saturday/Sunday-Public Holiday.
— Setup Client Funding for AH – Sat – Sun – PH
entitlements – A claim for Sat will automatically
be excluded if Client has no Saturday Care Plan.
Multiple funding arrangements can be managed like NDIS direct claims, self-funding, Plan Managed and more.
A funding calculator will allow to create funding budgets with ease and the Mail-Merge facility is ready to print quotations at a press of a button.
Funding statements are available online for our Clients with Mobile and WebApp access.
Service scheduling (roster):
Setup service schedules and make adjustments in a flash, and handle everything from.
GPS location search will allow to minimize Travel Distance to Clients and find Staff leaving close by. Setup Client specfic Care Workers living close by and minimise travel distances.
— staff availability,
— shift changes and enter of absent periods,
— timesheets with clock-in-out via the Mobile app
and record times and location.
— The integrated Award interpreter for any
number of Awards will process the timesheets.
— Roster option for multiple shifts for one on one
or multiple shifts with different employee roster
Fast Roster setup with Template and Recurring entries (copy of service schedules). Complex rosters can be created for a selected period of time in seconds rather then in hours.
Mobile and Web application will ensure that Care Workers and Clients will receive instant notifications about their Service Schedules.
Manage both individual and group services, with accurate cost and expense tracking.
Group manangement tools:
— Manage service bookings using built-in
template functionality or just add Clients to your
— Setup unlimited numbers of groups with
dedicated Group participants.
— Keep track of Group expenses
— Manage Group Cliet’s funding setup –
— allow differend Funding Source setups for each
Group Client — mix of group service
– eg. funding for one-to-one – one-to-three ratio
— Assigne Employees to groups with different
roster hours if required.
— Monitor Group income – reimbursments.
Create Bus pickup schedules with built in GPS lookup and Google map display. Print bus schedules with pickup times for each client and for the bus driver. Time tables can be printed includung the google map pick-up route and travel times between pickups.
Brokerage and Contracted Services:
Track and manage services contracted out to other providers, or services other providers contract out to your organisation.
Manage services to clients which other orgnations have signed up. Record all relevant care information and provide invoice statements with Brokerage numbers linked to service types.
The contracted service provider will be able to trace brokerage number or if required the NIDS support items numbers itemized in invoices.
Manage price list for different pricing arrangements with clients. Separate price lists can be created for private and funded services.
Upload facility to import NDIS price list and update existing services with fee changes.
Services can be invoiced in any combination – eg. assist with Shopping being invoiced and paid by client and Domestic assistance being funded by NDIS.
Price list are validated with a date range and can be uploaded directly from the NDIS Price list.
Any number of Price list can be used a Client to charge for services – NIDS funding, private services or brokered and contracted services.
Discounts can be applied to price list to further enhance the flexibility of your service fees.
WorkFlow, Alerts, Forms, Reports:
WorkFlow is a powerful tool to automate processes – scheduled Alerts and triggers for information flow. WorkFlow integration is a powerful tool to manage notification via Email/SMS for various process of service deliveries. Police check or First-Aid certificate expiry dates or shift notifications can be be sent automatically.
Alerts: Be proactive with role based system notifications that are relevant to the user. This can be for expiring dates for licenses, police checks, or upcoming services that have not been confirmed or rostered. Possibilities are endless
Form Creator: Create unlimte numbers of new tables and generate new forms and views and link automatically to Client/Employee records.
Report Creator: Design your own reports and extract date for your information needs.
Mail-Merge – Email – SMS:
Mail-Merge facility to be able to link to MS word processing — write quotes, agreement and general correspondence. All tables are also linked to MailMerge and data be exported an directly imported to Word processing.
Communication Tracking – WorkFlow, Email – SMS – Phone: Send and track communications and link to Clients and Staff records.
Emails (with attachments) and SMS can be sent and record to Client and Employees files.
Bulk Email/SMS options are vailable and can be managed using template setups with link to data tables — Send a personalised Email/SMS importing Client/Employee details and create individual bulk records.
Store documents on Client and Employees files.
Selected Documents can be accessed via Mobile and Web Applicaitons by Clients and Employees.
Create your own folderes and store all our documents on the Cloud Server.
Use the upload facility to store all relevant documentations for Clients – Employee – Company documents etc.
Create common folders to comunicate documents to ALL Clients / Employees.
Example: Employee’s proceture manuals can be uploaded and accessed by all employees.
The same applies for Cients and documents can be made available to be accessed by all Clients.
Mobile & Web Applications:
Allow your clients to book services and access their service history and Funding Statements. Shared documents, as well as submit Reportable events – incidents, complaints etc.
Allow employees real time access to rosters and timesheet and shared documents, progress notes and submit Reportable events
Submit timesheets with progress notes and asessments, record Client rating and Signature as well as upload pictures directly from the phone to the shift record.
Progress notes and service Assessment reports.
Restrict user access based on Employee’s role, right down to the fields they are not allowed to see.
Manage restrictions to Portal access for data – forms – reports – views as well create separate dashboards for different UserRole setups.
Access level setup will allow to manage the Menu and forms display as well as logout Clients/Employees automatically as soon as they are not active any longer.
Restrict access to Report and allow users to access only information they are entitled too.
Each report can be setup with the UserRoles.
Analytics and Integration:
Built in reports and custom report creator allows you to stay on top of your operation.
A Chart generator will allow to create endless option of presending the date in custamizable graphs.
Custom dashboards provide a high-level health check, and allows you to take timely corrective action.
Automatic Backup for selected table and full backup options are available and can be managed in the back-end.
3rd party integration using our API’s means there are endless possibilities.
MyCare is fully integreated into Accounting systems lik Myob and Xero.
Dynamic – Cloud-Based:
MyCare is using the Amazone Cloud services which is a goverment approved provider for the health industry. In order to run MyCare all you need is a modern internet browser and our data can be accessed anywere.
The data is stored securly and is also protected by a secure HTTPS connection. Https:// stands for Hypertext Transfer Protocol Secure and is a secure connection for data transfer.
Highly Configurable: All aspects of the system are customisable to suit your organisation requirements – from changing form layouts, mandatory field requirements, creating custom fields, to setting up your own alerts and workflows, reports and dashboards.
MyCare Booking app
Enhance the support and control for independent living.
is an addition to the existing MyCare CRM providing more options for Clients to participate in there Service setup.
MYCARE BOOKING APP:
MyCare Booking app (MBApp) will directly connect Clients with Support Workers (SW) and other health professionals and enhance the support for living independently.
SWs can sign up and provide their details for Clients to choose.
MyCare Bookingapp will assist Clients in building their own Network Of Support Workers they can trust.
MBApp will gives Clients the freedom of choice to find their own Care Workers who will work for Clients and their goals.
MyCare-Booking platform is connecting Client with Support Workers and is specifically designed for NDIS services. Clients can manage the NDIS plan and Hire & Manage Support Workers directly. MyCare will provide the tools for Clients to maximise choice and control and simplify support. This may also provide the basis of reducing Client fees and pay Employees/Contractors a higher rate.
MYCARE BOOKING APP:
Features: Connected to Mobile and WebApps
- Select/Find CareWorkers with required qualification in your local area.
- View CWs profile and contact details and documents before booking services.
- Manage NIDS funding and use a Funding Calculator to estimate your service hours.
- Book services and access your Funding Statements and be in control of your spending.
- View your CarePlan and be actively involved in designing your care services and support needs.
- Upload documents for your CareWorkers which may assist with your Care services.
- List Related Client Contacts.
- Record Reportable Events – Incidents, accidents etc.
- Enter Absent periods to delete / cancel services.
- Offer discounted service fees for Booking App Clients as an incentive as administration cost will be reduced substancially.
MYCARE BOOKING APP:
Features: Connected to Mobile and WebApps
- Setup Employee profile incl. document upload and training records entry.
- View Clients List with detailed information incl. documents and Care Plans.
- Create/update Client Care Plans.
- Create/update Client HomeRisk assessments
- Access Service Schedule (Roster) information and view fortnightly / monthly service calendars
- View Available shifts for the assigned Clients and Pick-up shifts.
- Record Client Progress Notes and service Assessments.
- Submit TimeSheets and record Client service signature, Client rating or upload pictures directly from the phone to the service record.
- Communicate with other staff to view Progress notes.
- Enter absent / leave periods.